+1,825.6%
AXTI vs SPGI
-20.0%
+1,845.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.9% | -4.2% | -7.1% |
| 7D | +15.1% | -8.9% | +24.0% | +9.7% |
| 30D | -12.3% | +0.6% | -13.0% | -11.8% |
| 3M | -24.1% | +2.0% | -26.1% | -23.1% |
| 6M | +46.0% | +0.1% | +46.0% | +50.9% |
| YTD | +295.7% | -16.4% | +312.1% | +322.4% |
| 1Y | +1,825.6% | -18.9% | +1,844.5% | +2,074.7% |
| All | +1,825.6% | -20.0% | +1,845.6% | +2,074.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SPGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling